Create a custom relationship filter

eTapestry includes a standard relationship filter for each relationship type in your database. The filter determines which relationship to include in a report. You can create a custom filter so that only data about certain relationships with a relationship type is included in the report. This is based on specific information stored on the relationship.

1. From Reports, select Relationship Filters.

2. Select a category in which to store your filter.

3. From the category, click New Relationship Filter.

4. Enter a name for the filter.

5. Enter a description to indicated what the filter includes and how it should be used.

6. Select a relationship type.

7. To include only relationships after a specific date, enter a start date. You can also enter an end date.

8. To exclude relationships which don't match gifts, select Only Matching Gift.

9. To filter based the value of a relationship defined field, select the defined field name and then enter your criteria.

10. Click Save and Preview. The relationships that meet the filter criteria appear.